Compare funds
| HSBC Large & Mid Cap Fund - Direct Plan - Growth | |
|---|---|
| category | Large & Mid Cap Fund |
| benchmark | NIFTY LARGEMIDCAP 250 |
| history from | 2019-04-04 |
| rating (overall) | โ โ โ โ โ |
| 3y / 5y / 10y stars | 4 / 4 / - |
| return 1Y | 12.03% |
| return 3Y | 18.32% |
| return 5Y | 13.95% |
| return 10Y | - |
| vs benchmark 1Y | 9.17% |
| vs benchmark 3Y | 5.63% |
| vs benchmark 5Y | 2.88% |
| 3y volatility | 18.68% |
| 3y worst fall | -25.08% |
| 3y Sharpe | 0.63 |
| 3y Sortino | 0.91 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 12th of 26 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.